My original idea was to post these every week or so. (That didn't work out too well! ) Many people like to make their own investment decisions and this recap is a great way to gain insight into what is going on globally. This weekly broadcast from J. P. Morgan will give you some insights …
Continue reading J.P. Morgan Weekly Market Recap – July 21, 2014
My Comments: Yes, It's Monday but please, don’t be turned off by the topic. I know economics is often a complicated and boring exercise, but what follows is not only compelling, but written so that most anyone will understand it. This is quite different from what you hear on television and from political pundits that …
Corporations Have More Religious Freedom Than Taxpayers My Comments: My initial reaction to the Hobby Lobby issue was to commit to never stepping foot in any of their stores. Beyond that, my reaction was pretty typical of those to the left of center in American politics. But I've not become truly engaged in this issue as …
My Comments: A disclaimer here: I’m not an attorney. But Ike Devji is and I’ve followed him for some time and his writings are relevant and make sense. I’ve recently been involved in some discussions with physicians and business owners about life insurance. Their questions and criticisms almost universally reflect an ignorance about the topic …
Continue reading What is an ILIT? Why Doctors and Business Owners Should Consider Having One
My Comments: Geopolotical events almost always influence the world of investments. Today, global economic health, or lack of it, dictates to some extent how we invest our money, where we invest our money, and what we can expect going forward. All of us saw recently how the ISIS jihadists in Iraq caused the price of …
My Comments: According to WordPress, whose templates I use for this website, this is my 900th blog post since I started this in April, 2011. Now that the hurricane has gone off to harass someone else, please accept my wishes to you and your family for a fun July 4th. Today is not a day to …
My Comments: So, just how much is $100 Trillion? Can you say "A lot!"? What’s equally mind boggling to me is that in 1967 ( or maybe it was 1966?) I built a house for myself and my wife. In those days I acted as my own general contractor. Back then, I could also dig …
Continue reading Powered by the U.S., Global Assets Forecast to Hit $100 Trillion
My Comments: From time to time we see predictions about all sorts of things. But as time passes, they fade into oblivion and rarely do we consider whether any of those predictions came to pass. We give great credence to those who make those predictions since they usually appear in print, or on television, and …
My Comments: I’ve now reduced retirement years to three types of years. They are “go-go”, “slow-go” and “no-go”. Planning for them before you reach retirement is a matter of attempting to get as many $ in the pot as possbile. After that, it’s a timing issue that is driven by health, the expected life style, …
Continue reading 3 Retirement Planning Essentials to Understand
These cities are all over the map—and so are their medical prices My Comments: A lot of my posts lately have been about healthcare. I guess that’s because as I get older, I find myself paying more and more attention to my personal health circumstances. It doesn’t help that my clients are also older and …
Continue reading The Cost of Medical Care – Where Do you Live in the US?
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